Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

What should you do if the value of your pension falls?

July 11, 2019
Seeing the value of investments fall can be a cause for concern, particularly when it’s your pension. So, should you take action if you experience investment volatility? Read more

Summer savings: Getting the most out of your money

July 11, 2019
Planning how you’ll save over the rest of the tax year now, can mean getting the most out of your money. The first question to ask is whether you should use a cash account or invest. Read more

Investment Commentary: Monthly Bulletin June 2019

July 2, 2019
Global equity markets rebounded strongly in June, following a brief pause in May, bringing a close to a very successful first half of the year for investors. Read more

Seven tax-efficient allowances to keep in mind

June 28, 2019
Do you use your tax-efficient allowances effectively? UK tax rules can be complex, but understanding what allowances you have could save you money every year. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey